All posts (494)
the bottom line
·9 min read
Presto's Wienerschnitzel Coup: A Small Deal With Big Strategic Implications
the pass
·5 min read
Wendy's Doubles Down on FreshAI at Investor Day
the pass
·6 min read
McDonald's Bets on Edge AI for 43,000 Restaurants
vibe check
·16 min read
Buying Voice AI in 2025: A Field Guide for Operators
the pass
·4 min read
Olo Heads to UBS — The Case for Digital Ordering as Critical Infrastructure
the operator
·17 min read
The PMS Becomes the Platform: What Mews' $75M Means for Hotel Ops
the pass
·6 min read
Mews Lands $75M From Tiger Global — and a Vote of Confidence for Hotel PMS
the pass
·5 min read
Why the Next 30 Days Will Reset the Restaurant-AI Pecking Order
mise
·22 min read
The Voice-Agent Maturity Curve: A Framework for Operators
the pass
·7 min read
ElevenLabs Hits $3.3B at ~37x ARR. Voice-AI's Bubble Argument, Tested.
the bottom line
·12 min read
Against the AI Premium: What Operators Should Pay
the pass
·6 min read
Wingstop and Cafe Group Pricing: The Quiet 2025 Pricing Story
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The Voice Agent Maturity Curve
mise
·12 min read
The Four Margins of a Restaurant
mise
·14 min read
The AI Premium in Hospitality M&A: Broker Story or Real Number?
the bottom line
·9 min read
What the DoorDash/SevenRooms Deal Actually Buys
the bottom line
·11 min read